Investment Management
Interactive Wealth Advisors (IWA) is a cutting-edge investment management company that uses state-of-the-art technology to help clients achieve their financial goals. IWA’s investment management platform uses machine learning algorithms to identify market trends and opportunities and then creates custom investment portfolios that are tailored to the individual’s risk tolerance and investment goals. The company offers various services that include asset management, retirement planning, and estate planning.
Our process
Interactive Wealth Advisors takes a top-down approach to identify market trends and spot potential problems that could lead to significant losses. Our process is designed to provide our clients with the best possible investment options while minimizing risk and cost. We use a variety of investment strategies, including fundamental, active, passive, and indexing, to help our clients achieve their financial goals.
How can we help?
Interactive Wealth Advisors investment management uses various algorithms and artificial intelligence to help make investment decisions and minimize portfolio volatility during turbulent times. Our tools allow us to evaluate ETFs, individual stocks, market trends, market risk/reward, and sectors to improve our long-term odds of achieving our clients’ desired outcomes.
Who is it for?
Interactive Wealth Advisor’s investment services are designed to benefit individuals and business owners in the high-tech and science industry.
Our clients benefit from the fact that our advisors are experienced and knowledgeable in investment and their client’s industry. They can provide guidance and recommendations that will help them reach their financial goals while factoring in their client’s unique financial situations and help them to make informed investment decisions.
Why choose us?
Make your money work for you
Interactive Wealth Advisors believes that the key to successful investing is to put your money to work for you. That’s why we take a hands-on approach to investment management.
Personalized approach
Our seasoned financial advisors will work with you to find suitable investments that fit your risk profile and long-term investing goals.
Plan adjustments for better results
We also believe that technology plays a critical role in investment decision-making. We use technology to track your portfolio performance, find new opportunities, and make portfolio adjustments as needed. We are constantly exploring new ways to help you make the most informed choices.
If you’re like most investors in Oregon, you’ve struggled to feel good about your investing. Is now the time to buy?
Should I just sit tight? Maybe I need to make some changes? If you feel more like you’re winging it than working a deliberate plan, then we’ve got a solution for you.
At Interactive, our investment activities are driven by a rigorous, multi-step process. We focus on building cost-effective portfolios based on the latest academic and real world evidence on how capital markets have thrived over the years. You’ll feel confident knowing the Interactive approach is constantly optimizing your portfolio to maximize performance while minimizing risk.
We also knows that sometimes it makes more sense to sit on the sidelines than ride violent markets down. Our defensive approach uses the derivative markets to spot and avoid these violent markets. That way, you can sleep at night, knowing you’re nest egg isn’t at risk.
Interactive Wealth Advisors are committed to helping you reach financial freedom. If you need financial advice, please contact us.
Our Tactical Approach
We offer four Tactical strategies providing risk-managed exposure to US and global markets. These strategies are designed to react to short-term changes in market environments, striving to protect on the downside while continuing to participate on the upside. This innovative, risk-management methodology is designed to distinguish between normal and potentially profitable volatility, and abnormal and potentially unprofitable volatility. It is an approach that is grounded in Nobel Prize-winning modern portfolio theory and behavioral economics.
Our Tactical strategies, utilizing our innovative, volatility-based, risk-management methodology can be effective at exiting markets before large losses materialize while providing investors the opportunity to be aggressively invested during stable and potentially profitable periods.
How It’s Different
The conventional approach used by most firms in Portland relies on correlations and volatilities being stable across their holdings. In addition, it employs a constant allocation to low-return, fixed-income holdings. In volatile markets, this approach provides limited downside protection as asset classes become highly correlated and drop in tandem as evidenced in the 2008 and 2001 market crashes.
Our Tactical approach expects varying correlations and volatilities across holdings. Instead of permanent allocations to low-return, fixed-income holdings ours are temporary based on market conditions. We rely on our risk-management process, which is designed work most when you need it.
Our Adaptive Approach
Our Adaptive strategies are designed to maintain diversification while systematically identifying and allocating to the stronger-performing asset classes and managers. As markets evolve and new, strong performers emerge, the strategy adapts.
The philosophy behind the Adaptive strategies is grounded in nearly 20 years of academic and practitioner research that demonstrates that momentum leads to trending markets (i.e. that strongly performing markets today are likely to be strongly performing in the near future.)
The research shows that momentum works broadly across asset classes including US stocks, foreign stocks, bonds, commodities, and currencies. Research in this area demonstrates that markets have exhibited statistically significant trends for well over a century going back at least to 1880.
Our Structured Approach
Over the long term, markets work. Our Structured strategies are built on the philosophy that a diversified, disciplined, and low-cost portfolio is the best way to leverage the power of global markets.
DIVERSIFIED
Nobel prize-winning economist Harry Markowitz is famously attributed with saying that the only “free lunch” in investing is diversification. By diversifying, you may improve potential returns for a given amount of risk. The Structured strategies are grounded in the Global Market Portfolio and are among the more broadly diversified portfolios in the market.
DISCIPLINED
Research by Nobel prize-winning economists William Sharpe and Eugene Fama suggests that it’s almost impossible to consistently beat the market. That’s why the Structured strategies follow a disciplined and passive approach to investing. Regardless of how markets are performing in the short run, Structured stays invested and ready for long-term growth.
LOW COST
Structured is built using inexpensive, highly-liquid ETFs to minimize costs and help investors keep more of their earnings. Cost is one of the single biggest factors impacting investment performance that can be controlled, and Structured aims to keep costs down without sacrificing quality.
The Structured strategy relies on time and consistent exposure to the markets. The Structured investor is:
- PATIENT – Structured usually is best suited for investors who believe in disciplined asset allocation and have sufficient time to make up for periodic declines.
- RISK TOLERANT – While Structured offers six strategies with varying risk levels, it is a long-term strategy that maintains exposure to key asset classes regardless of short-term performance.
- FEE CONSCIOUS – Structured seeks to minimize management and trading costs, which may reduce a portfolio’s performance, thus allowing investors to realize more of the potential benefits of long-term growth.
